Role Overview
We are seeking an experienced FP&A professional to support financial planning, forecasting, and management reporting for a fast-growing hedge fund. The role will partner closely with senior management and investment/business teams, providing forward‑looking financial insights to support strategic decision‑making across the management company and regional entities.
Key Responsibilities
- Lead the annual budgeting and periodic forecasting processes for the management company and regional offices.
- Prepare and deliver monthly management reporting, including variance analysis versus budget and prior periods.
- Develop financial models and scenario analysis to support business planning, headcount growth, cost optimisation, and strategic initiatives.
- Partner with senior management, business heads, and investment teams to provide actionable financial insights.
- Monitor and analyse key performance indicators (KPIs) such as cost ratios, headcount metrics, and operating margins.
- Support AUM-driven revenue analysis, expense allocation, and profitability analysis across entities and strategies.
- Work closely with Finance Operations / Controllers to ensure accuracy and consistency between actuals and management reporting.
- Assist with board, investor, and senior management presentations as required.
- Drive improvements in FP&A processes, reporting automation, and financial systems/tools.
Key Requirements
Education / Professional Qualifications
- Degree in Accounting, Finance, Economics, or related field.
- CPA / CA / ACCA / CFA is an advantage but not mandatory.
Relevant Experience
- Minimum 5–6+ years of FP&A experience, preferably within hedge funds, asset management, private equity, or financial services.
- Strong experience in budgeting, forecasting, and management reporting.
- Exposure to management company accounting within alternative asset managers is highly preferred.
- Experience working in a fast‑paced, growth‑oriented environment.
Technical Skills
- Strong financial modelling and analytical skills.
- Advanced Excel skills; experience with financial planning tools is a plus.
- Ability to translate complex financial data into clear insights for non-finance stakeholders.
- Familiarity with cross‑border entities and multi‑currency environments is advantageous.
Behavioural Competencies
- Commercially minded with strong business partnering skills.
- Proactive, hands‑on, and able to work independently.
- Strong communication and presentation skills.
- Detail‑oriented with the ability to see the big picture.
- Comfortable operating in a dynamic hedge fund environment.